CSM Magazine

JANUARY 28, 2025

Onboarding Training Welcome new customers with informative guides, video tutorials , and walk-throughs to help them get started smoothly. For example, a SaaS company might offer an in-app tutorial detailing their platform’s key features. Here’s how businesses typically implement education initiatives: 1.

Education 52

Education Upselling SaaS Self service 52

Amity

DECEMBER 9, 2016

Are enterprise clients most concerned with security, uptime and having access to an account manager? In fact, one of Joanna Wiebe’s most successful headline copy tests came out of a result of taking exact wording from a customer’s testimonial: she was able to increase conversions by 103% for one of her SaaS clients.

Marketing 109

Marketing SaaS Sales Surveys 109

Totango

SEPTEMBER 22, 2022

SaaS Tools to Jumpstart Your Business Growth: Five Essential Apps. Software-as-a-Service ( SaaS ) tools automate your business functions, fueling your growth by increasing efficiency. Here we’ll guide you through the essential SaaS tools you need for business growth. What Are SaaS Tools? SaaS Customer Success Tool.

SaaS 71

SaaS CRM Advertising Analytics 71

ChurnZero

JUNE 17, 2022

But some of the most common metrics you want to track include CSM engagement (meetings, emails), support tickets (volume, frequency, topics), and resources (engagement with help guides, courses, videos, etc.). What this is showing is a group of all of the accounts in onboarding. The customer’s perception of success is everything.

Metrics 98

Metrics SaaS Surveys Self service 98

Totango

AUGUST 23, 2022

By charting the points in your SaaS customers’ journeys, you can plan how to deliver clients’ desired outcomes and satisfying experiences that promote subscription renewals and higher revenue. Touchpoints also include occasions when clients interact with your software app in a SaaS context. Video content and ads.

B2B 122

B2B Journey mapping SaaS Upselling 122

CSM Practice

MAY 13, 2020

SaaS companies also need to shift their focus to customer success and operationalize customer-centricity. ? Get Updates about your Customer. SaaS businesses must also be prepared to make quick changes to their offering in favor of customer needs as we navigate these uncertain times. 3. Adjust Your Metrics and KPIs.

Best practices 128

Best practices SaaS Customer centricity Finance 128

Totango

AUGUST 11, 2022

Knowing how to build client relationships digitally is critical for SaaS businesses. Most interactions with your SaaS customers are digital, making handling these opportunities decisive for customer satisfaction, loyalty, repeat business and referrals. Demonstration videos. Video chat. Social media posts. Website visits.

SaaS 113

SaaS Journey mapping B2B Upselling 113

ClientSuccess

MARCH 23, 2021

For most CSMs – and SaaS organizations in general – the work from home era is officially here, and has been for a while. Video conferencing with customers. It’s interesting to think that just a year ago video conferencing was much less common, even in meetings with external clients or remote employees.

SaaS 65

SaaS Personalization Accountability Sales 65

ClientSuccess

MAY 8, 2020

Dear SaaS CEO’s, Now, more than ever, is the time to double-down on your customers AND customer success within your company. . I’m one of you because I’m a fellow SaaS CEO. If you’re a SaaS CEO in an ideal industry such as video conferencing, collaboration, health-tech, ed-tech, etc., Let’s think this through.

SaaS 83

SaaS Engineering Sales Accountability 83

ChurnZero

NOVEMBER 26, 2024

This is a guest article by Swati Garg , founder and CEO, Melo Associates , and Lindsay Lynch , senior recruitment consultant, Melo Associates , a recruitment firm focused on customer success hiring for SaaS and tech companies nationwide. Understanding of the unique challenges and opportunities associated with SaaS companies.

SaaS 52

SaaS Upselling Enterprise industry standards 52

Totango

JULY 21, 2020

The current COVID-19 pandemic has not been kind to many industries, and SaaS is no exception. In March of this year, SaaS stocks reached a 20 percent decline from their selling highs. Communications SaaS companies have watched the growth rate of subscriptions rise by 1.4X. Stay Agile As a Company.

SaaS 65

SaaS Calibration Enterprise Customer retention 65

CustomerSuccessBox

JULY 2, 2019

Though every company will have a different customer onboarding process as per their requirements but there are some basic things every B2B SaaS company should follow. Here we will cover the second topic: Secrets of successfully onboarding a B2B SaaS Customer. Apoorva Jaswal , Technical Account Manager, Branch.

SaaS 66

SaaS B2B Education Metrics 66

CustomerSuccessBox

MARCH 18, 2020

For accounts where weekly or even monthly calls don’t make sense, quarterly business reviews (QBRs) can be a great way to maintain the customer relationship. Video calls : We live in the age of Zoom , Google Hangouts and Webex. So you have no excuses for not doing a video call with your customers. The post Can’t travel?

Management 115

Management SaaS Upselling Accountability 115

Totango

OCTOBER 11, 2021

One key to higher adoption is extending the onboarding process beyond the initial account set-up phase. Setting up a new customer’s account is rightly emphasized as a key part of the onboarding process and a foundation for further SaaS adoption. Continuous Onboarding.

Education 102

Education SaaS Accountability Enterprise 102

CustomerSuccessBox

MARCH 23, 2022

“You cannot buy engagement, you have to build engagement” Whether or not your SaaS company provides huge customer success, it is substantial that a customer engagement model oversees proactive engagement with clients. Typically in SaaS, there are two major portions of the customer journey. High Touch Post Onboarding.

SaaS 52

SaaS Education Accountability Enterprise 52

CSM Magazine

MARCH 12, 2021

Here are five must-have SaaS (Service as a Software) tools for teams working from home. #1: It’s a fantastic SaaS tool with a visual interface that allows for real-time updates on business activity. 2: Zoom for Video Conferences. Besides its interactive chat facility, it also offers voice and video calling.

SaaS 52

SaaS Scripts Enterprise Accountability 52

Nicereply

OCTOBER 16, 2024

For example, if you’re a SaaS company, you wouldn’t be able to offer a freebie product with each purchase. Respond to comments, messages, and mentions on your social media accounts. Encourage customers to share photos, videos, or stories of them using your products and feature this content on your website and social media channels.

Education 52

Education Entertainment Feedback Chatbots 52

JivoChat

NOVEMBER 22, 2021

Do you have a Software as Service (Saas) company and haven’t developed any marketing strategies yet? SaaS content marketing is an important part of conquering visibility and showing the importance of your service. . The importance of SaaS Content Marketing? 10 Saas Content Marketing strategies to implement.

SaaS 52

SaaS Marketing B2B Metrics 52

Totango

APRIL 16, 2019

And by providing visibility into the status of each task, they ensure that all action items are completed and that no customer’s account slips under the radar. Customer success platforms can be automated to respond to these events with supporting materials such as “how-to” videos that teach customers more about the product and encourage use.

Enterprise 78

Enterprise SaaS Social media contact Education 78

Momentum Telecom

MARCH 30, 2020

Collaboration software – tools that make it a cinch to meet via voice and video, chat and more – is another piece. Take, for example, Momentum Mobility or Momentum Collaborate for larger conference calls and video meetings. But a fast internet connection is just one piece of the work-from-home puzzle.

Abandon Call 97

Abandon Call Morale Government Analytics 97

CustomerSuccessBox

MARCH 10, 2022

Automation provides you the sixth instinct and an additional hand to create more productive engagements across all your accounts. In this day and age, all B2B SaaS firms want to optimize Automation to scale Customer Success in their organizations. Managing your customers and their success path as a SaaS company is a meticulous process.

SaaS 52

SaaS Upselling Education Accountability 52

CustomerSuccessBox

MARCH 14, 2022

Closing a SaaS sales deal could take a hefty time depending upon a lot of factors. Especially in the SaaS industry, where customer retention is the lifeblood of the SaaS business, you need to make sure that you provide an outstanding experience to your customers by planning a smoother post-sales process with a clear-cut checklist.

CRM 52

CRM SaaS Sales Journey mapping 52

CustomerSuccessBox

APRIL 29, 2022

* ABS corp , a B2B SaaS firm acquired as many customers as it wanted. Plan the best SaaS Retention strategies that ensure customers stay with you for long. SaaS retention strategies that work help you turn hard-won consumers into long-term customers, and long-term customers into powerful advocates! Yet, success remained elusive.

SaaS 52

SaaS Customer retention Metrics B2B 52

CSM Magazine

FEBRUARY 19, 2025

Whether youre a retail business, SaaS provider, or e-commerce company, selecting the right tools is critical to providing a seamless multilingual support experience for your customers. Omnichannel Support Your customers interact with your business through various platformsemail, live chat, social media, and even video calls.

Customer Service 52

Customer Service CRM APIs SaaS 52

ClientSuccess

DECEMBER 23, 2019

Customer sentiment and satisfaction with the different touch points and engagements with a vendor is called the Customer Experience , aka CX, and it’s one of the main pillars of customer success for any SaaS organization. Here are three considerations to take into account to help improve your digital CX: 1.

Customer Experience 78

Customer Experience SaaS Chatbots Accountability 78

Aspect

JANUARY 3, 2018

The benefits of Software as a Service (SaaS) available from the cloud are inescapable, whether you are operating a contact center or an accounting firm. Continuous and Seamless Upgrades – Updates to large on-premises software systems such as CRM, ERP, accounting and customer service can be expensive and disruptive.

Cloud contact 91

Cloud contact Contact Center SaaS CRM 91

ChurnZero

SEPTEMBER 16, 2021

9 Customer Retention Strategies for SaaS. Higher retention rates can mean higher customer loyalty for your business, something that’s crucial for success, especially for SaaS. Our NPS Cheat Sheet can help you get started with this SaaS retention strategy. Connect With Your Customers Using Strong Talk.

Customer retention 52

Customer retention SaaS Education Feedback 52

CSM Practice

DECEMBER 8, 2019

Customer churn is a vital metric for the success of any SaaS company and its customer success team. Churn directly affects the sustainability and growth of SaaS businesses as small monthly increases in churn percentage can compound over time and drastically reduce revenue. Step 2: Map the Top 10 Reasons with Accounts.

SaaS 88

SaaS Customer retention Accountability Feedback 88

Satrix Solutions

NOVEMBER 12, 2020

Read the transcript or watch the video for their responses. Evan, customer health scores in SaaS are much more common these days. We work with a lot of SaaS companies where customer health scores are prominent. They can be prominent in companies outside of SaaS, but software is leading the way in this regard.

SaaS 88

SaaS Feedback Best practices Accountability 88

Totango

MARCH 8, 2022

As customer success management has grown in importance for building SaaS customer loyalty , the number of customer success communities has grown. Gain Grow Retain is a free, open community for CS leaders from B2B SaaS companies. The community posts content, videos, CSM templates, reviews, and announcements of events and fundraisers.

Best practices 122

Best practices SaaS B2B Marketing 122

CustomerSuccessBox

MAY 6, 2021

For example- In the case of renewals, the account would automatically get enrolled in a renewal playbook, they’re supposed to make sure the playbook for the account gets completed in X days. The CSM for the account explains the plan . If that doesn’t happen, you escalate to your manager and so on. is completed.

Customer retention 52

Customer retention SaaS Calibration Analytics 52

Totango

OCTOBER 11, 2021

One key to higher adoption is extending the onboarding process beyond the initial account set-up phase. Setting up a new customer’s account is rightly emphasized as a key part of the onboarding process and a foundation for further SaaS adoption. Continuous Onboarding.

Education 82

Education SaaS Accountability Enterprise 82

ClientSuccess

DECEMBER 23, 2019

Customer sentiment and satisfaction with the different touch points and engagements with a vendor is called the Customer Experience , aka CX, and it’s one of the main pillars of customer success for any SaaS organization. Here are three considerations to take into account to help improve your digital CX: 1.

Customer Experience 69

Customer Experience SaaS Chatbots Accountability 69

ProProfs Blog

AUGUST 19, 2020

You can make the most of a help desk software to club all your customer-facing email accounts into a single platform and offer speedy resolutions to customers. Now, businesses can have a hard time deciding which customer-facing email account (sales@, support@, refunds@, billing@, etc.) Do you know what great leaders have in common?

Customer Service 158

Customer Service Airlines Customer centricity Multichannel 158

ChurnZero

JANUARY 10, 2025

You dont have to live in a futuristic time warp to know that customers (yes, even B2B and SaaS customers) are more and more online, working when and how it works for them, and they want (and sometimes need) to engage with your products and your company in that same flexible, at-their-fingertips kind of way.

B2B 52

B2B Journey mapping Metrics Enterprise 52

JivoChat

FEBRUARY 22, 2023

The platform provides users with many features, such as real-time chat, document storage, task tracking, video conferencing, user permissions management, and more. Google Hangouts Google Hangouts is a collaboration platform developed by Google that enables users to connect in real time through audio and video calling.

outsourcing 82

outsourcing SaaS Accountability Analytics 82

ChurnZero

JUNE 22, 2021

Format: 1 hour on-demand video. hour on-demand video. Surprisingly, those same SaaS executives routinely make bad decisions simply because they misinterpret their data. hour on-demand video. Format: 1 hour on-demand video. People who are responsible for customer accounts. Customer Operations.

SaaS 92

SaaS Consulting Consulting Sales 92